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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,330 | $127,386+18.0% | $115,037+30.7% | $125,393+19.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.09% | 31.28%-31.4pp | 26.14%-26.2pp | 282.23%-282.3pp |
| Employer contribution / active EE | $9,415 | $5,166+82.3% | $4,608+104.3% | $4,866+93.5% |
| Participant deferral / active EE | $8,401 | $6,423+30.8% | $6,026+39.4% | $5,351+57.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |